| 1. | Open the CaseMap SharePoint Web Parts site. |
| 2. | Click on the case tab for which you want to add an issue outline. |
| 3. | Click on the Site Actions button  in the upper right corner and then click Edit Page. |
The Edit Content page displays with the web part page template for you to edit.
| 4. | Click on the Add a Web Part link in the web part zone where you want the new issue outline to display. |
| 5. | In the Add Web Parts dialog box, scroll down to the All Web Parts section until you find the Miscellaneous options. |
| 6. | Under the Miscellaneous section, select the CaseMap - Case Issue Outline check box. |
The new CaseMap - Case Issue Outline web part displays in the area you designated. You now need to edit the web part so that data displays in it.
| 8. | In the new CaseMap - Case Issue Outline web part, click the Edit button. |
| 9. | Click Modify Shared Web Part. |
The CaseMap - Case Issue Outline panel now displays to the right.
| 10. | In the CaseMap - Case Issue Outline panel, type in the URL for the CaseMap Server REST web service. |
| 11. | In the CaseMap Server REST web service URL field, type in the URL the web part uses connect to the CaseMap Server web service. |
For example, for Windows authentication: http://[server:port]/CaseMapAD/CMServerAD.svc
For simple authentication: http://[server:port]/CaseMapLA/CMServerLA.svc
| 12. | In the Authentication Type area, click the authentication type you want to use: Windows Authentication or Local User. |
If you click Local User, then enter your user name and password.
| 13. | Click the Test Connection button to verify the connection to the web service and the CaseMap Server. |
When the connection is established, a CaseMap Case field displays.
| 14. | In the CaseMap Case list, click on the case containing the information you want to display. |
| 15. | In the Issue Name Display list, click Short Name or Full Name. |
The default is Full Name.
| 16. | Select or clear the Show Issue Outline Numbers check box according to the case staff's viewing preference. |
This option is enabled by default.
| 17. | In the Appearance section, click in the Title field, if you want to edit the issue outline title. |
| 18. | Click the Ellipses button  . |
The default name is CaseMap - Case Issue Outline. You can change the title to reflect the current case name, such as Hawkins v. Anstar Issue Outline.
| 19. | In the Text Entry dialog box, type in the issue outline name you want to display in the web part. |
| 20. | Click OK to save your changes. |
| 21. | Click the Apply button to view your changes without closing the pane. |
| 22. | Click OK to save your changes and close the pane. |
The issue outline now displays in the CaseMap - Case Issue Outline web part.
| 23. | On the SharePoint toolbar, click the Publish button  to publish this data on the case page so case staff can now view it. |
To customize spreadsheet data display, see Customizing data display.
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